Sugarloaf Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.5K | Sell |
1,863
-609
| -25% | -$11.9K | 0.01% | 335 |
|
|
2024
Q3 | $39.7K | Buy |
2,472
+750
| +44% | +$12K | 0.01% | 326 |
|
|
2024
Q2 | $27.9K | Hold |
1,722
| – | – | 0.01% | 354 |
|
|
2024
Q1 | $27.1K | Buy |
1,722
+37
| +2% | +$582 | 0.01% | 368 |
|
|
2023
Q4 | $23.3K | Buy |
1,685
+39
| +2% | +$538 | 0.01% | 379 |
|
|
2023
Q3 | $23.1K | Buy |
1,646
+39
| +2% | +$547 | 0.01% | 369 |
|
|
2023
Q2 | $20.4K | Buy |
1,607
+39
| +2% | +$495 | ﹤0.01% | 385 |
|
|
2023
Q1 | $19.6K | Buy |
1,568
+35
| +2% | +$437 | ﹤0.01% | 392 |
|
|
2022
Q4 | $18.2K | Buy |
1,533
+33
| +2% | +$392 | ﹤0.01% | 419 |
|
|
2022
Q3 | $17K | Buy |
+1,500
| New | +$17K | ﹤0.01% | 436 |
|